Connect Gong and Mateo

Both apps 68Gong 32Mateo 36

• Trigger
  New User

  Triggers when a new user is added to your Gong company.

• Action
  Add a "Content Shared" Event Into Gong's Activity Timeline

  Adds a "Content Shared" event to Gong's activity timeline, recording that a Gong user shared a piece of content (such as a contract or proposal) with external recipients.

• Action
  Add a "Content Viewed" Event Into Gong's Activity Timeline

  Records that an external participant viewed a piece of content (for example a contract or presentation) as an event on Gong's activity timeline.

• Action
  Add a "Custom Action" Event Into Gong's Activity Timeline

  Adds a custom action event, such as a contract signed by a prospect, to Gong's activity timeline.

• Action
  Add Call

  Creates a new call record in Gong, optionally with a link Gong downloads the recording from.

• Action
  Add Call Media

  Uploads a recording file to a call previously created in Gong with Add Call.

• Action
  Add Digital Interaction

  Posts a digital interaction (such as a page view or link click) by a person into Gong's activity timeline.

• Action
  Ask About Entity

  Asks Gong AI a natural-language question about a CRM account, deal, contact or lead and returns the answer, generated from that entity's calls and emails. Consumes Gong credits.

• Action
  Assign Prospects to Flow

  Assigns up to 100 CRM contacts or leads to a Gong Engage flow, owned by the Gong user you name.

• Action
  Create Meeting

  Creates a new Gong meeting for an organizer and invitees, returning the meeting id and join link.

• Action
  Delete Meeting

  Deletes a meeting that was created in Gong.

• Action
  Find Calls

  Finds Gong calls by call ids, host users, workspace or date range and returns their detailed data, such as participants, topics, trackers and highlights.

• Action
  Find Flow by Name

  Finds Gong Engage flows whose name contains the text you give, among the flows visible to a chosen Gong user. Returns up to 50 matches, best matches first.

• Action
  Find Users

  Finds Gong users by their user ids and/or creation date range, returning each user's profile and settings.

• Action
  Generate Entity Brief

  Generates an AI brief, configured in Gong's Agent Studio, for a CRM account, deal, contact or lead from its associated calls and emails. Consumes Gong credits.

• Action
  Get Call

  Returns the details of a single Gong call, such as its title, host, start time, duration and direction.

• Action
  Get Call Transcripts

  Returns the transcripts of Gong calls, either for specific calls or for all calls in a date range, with each speaker's sentences and timings.

• Action
  Get CRM Objects

  Returns uploaded CRM objects (accounts, contacts, deals or leads) from a Gong Generic CRM integration by their CRM ids.

• Action
  Get User

  Returns a Gong user's profile, including name, email, title, manager, active status and recording settings.

• Action
  List Calls

  Returns the calls recorded in Gong that started within a date range, optionally limited to one workspace.

• Action
  List Calls in Library Folder

  Returns the calls saved in a Gong library folder, with each call's title, note, snippet and link.

• Action
  List Flows

  Returns the Gong Engage flows available to a user: company flows plus their personal and shared flows.

• Action
  List Library Folders

  Returns the public Gong call library folders, optionally limited to one workspace.

• Action
  List Prospect Flows

  Returns the Gong Engage flows assigned to the given prospects (by CRM prospect ID) or to the given flow instances.

• Action
  List Tasks

  Returns the Engage tasks assigned to a Gong user, filtered by task type, action and status.

• Action
  List Users

  Returns all of the company's users in Gong, with their contact details, manager and settings.

• Action
  List Workspaces

  Returns all of the company's Gong workspaces, with each workspace's id, name and description.

• Action
  Unassign Flows by CRM Prospect ID

  Removes a prospect (contact or lead) from the Gong Engage flows they are assigned to — all of them, or just one flow if you choose it. Returns the flow instances the prospect was removed from.

• Action
  Unassign Flows by Flow Instance ID

  Removes prospects from Gong Engage flows by flow instance id and returns the instances that were successfully unassigned.

• Action
  Update Meeting

  Updates an existing Gong meeting's time, title, invitees and conferencing provider.

• Action
  Update Task

  Updates the status, due date or priority of an existing Gong Engage task.

• Action
  Upload CRM Objects

  Uploads a batch of CRM accounts, contacts, deals, leads, business users or stages into Gong for a registered CRM integration. Processing happens asynchronously after upload.

• Trigger
  Contact Created

  Triggers when a new contact is created in hellomateo.

• Trigger
  Contact Details Updated

  Triggers when a contact is created or its details are updated.

• Trigger
  Inbound Message

  Triggers when a new inbound message arrives from a contact.

• Trigger
  New Appointment

  Triggers when a new appointment is created.

• Trigger
  New Conversation

  Triggers when a new conversation starts.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Action
  Add Contact to List

  Adds a contact to a contact list.

• Action
  Add Conversation Comment

  Adds an internal comment to a conversation.

• Action
  Assign Conversation

  Assigns a conversation to an employee or agent.

• Action
  Close Conversation

  Closes a conversation.

• Action
  Create Appointment

  Creates an appointment for a contact.

• Action
  Create Contact Details

  Creates a new contact with name, address and external IDs.

• Action
  Create Contact List

  Creates a contact list.

• Action
  Create Deal

  Creates a deal for a contact.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Deal

  Deletes a deal.

• Action
  Find Channel

  Returns the messaging channels (WhatsApp, SMS, email and others) in the account.

• Action
  Find Contact

  Finds one contact by exactly one locator: email, phone number, external ID or social ID.

• Action
  Find Contact Details

  Returns a contact by its hellomateo ID.

• Action
  Find Custom Field

  Returns the custom fields defined in the account.

• Action
  Find Message

  Returns a message by its ID.

• Action
  Find Template

  Returns the message templates in the account.

• Action
  Format a Phone Number

  Formats a phone number to E.164.

• Action
  Get Appointment

  Returns an appointment by ID.

• Action
  Get Conversation

  Returns a conversation by ID.

• Action
  Get Deal

  Returns a deal by ID.

• Action
  List Contact Lists

  Returns the contact lists in the account.

• Action
  List Contacts

  Returns contacts, optionally filtered by external ID or last update time.

• Action
  List Employees

  Returns the employees in the organisation.

• Action
  Open Conversation

  Reopens a closed conversation.

• Action
  Remove Contact from List

  Removes a contact from a contact list.

• Action
  Send Template Message

  Sends a template message to a contact on a hellomateo channel.

• Action
  Send Text Message

  Sends a free-text message to a contact on a hellomateo channel.

• Action
  Start Journey

  Starts a journey for a contact, matching or creating the contact by external ID.

• Action
  Update Contact Details

  Updates an existing contact's name, address and other details.

• Action
  Update Deal

  Updates a deal's name, status, value or assignee.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.